Licensed Financial Advisor

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long‑term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

• Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

$100,000 OTE